Orbeon Forms community mailing list

Field-based permission possible?

Classic

List

Threaded

2 messages Options

samuel home

Field-based permission possible?

I want to build a form-based work-flow system that allow setting role-based permission at form field level.

For example, a bank loan application form might have the following sections:

Applicant section - for loan application to fill out their particulars

An internal-use section which has two sub-sections, to be filled out by branch manager and loans department separately.

The workflow goes like this:

1) Bank customer fills out the application section of the form online. Like a paper form, user can see the internal-use section but it's read-only.

2) The form get routed to the manager of the branch the customer belongs to. The branch manger fills out the branch manager sub-section, which is the only section that is editable. Both the applicant section and the loans department section are read-only to the branch manager.

3) The form get routed to the loans department and the staff there fills out the loans department sub-section of the form, which is the only editable section. Both the applicant section and the branch manager section are read-only to the loans department.

4) The completed form is routed to the manager of loans department for final approval.

May I know how I could build such system with Orbeon?

Thanks!

Sam

--
You receive this message as a subscriber of the [hidden email] mailing list.
To unsubscribe: mailto:[hidden email]
For general help: mailto:[hidden email]?subject=help
OW2 mailing lists service home page: http://www.ow2.org/wws

Erik Bruchez

Re: Field-based permission possible?

Administrator

Sam,

We already expose a variable in Form Builder containing the roles:

http://wiki.orbeon.com/a/orbeon.com/forms/doc/user-guide/form-builder-user-guide#TOC-Scenario:-checking-the-role-s-of-th

The purpose was exactly this: controlling the visibility of fields /
sections depending on the current role.

We are hoping to build improved level of support for this kind of
features into Form Runner. We already have a proposal for adding an
envelope which should get us a bit further along:

http://wiki.orbeon.com/forms/projects/form-runner-data-envelope

-Erik

On Thu, Sep 16, 2010 at 7:21 PM, samuel home <[hidden email]> wrote:

> Hi
> I want to build a form-based work-flow system that allow setting role-based
> permission at form field level.
> For example, a bank loan application form might have the following sections:
> Applicant section - for loan application to fill out their particulars
> An internal-use section which has two sub-sections, to be filled out by
> branch manager and loans department separately.
> The workflow goes like this:
> 1) Bank customer fills out the application section of the form online. Like
> a paper form, user can see the internal-use section but it's read-only.
> 2) The form get routed to the manager of the branch the customer belongs to.
> The branch manger fills out the branch manager sub-section, which is the
> only section that is editable. Both the applicant section and the loans
> department section are read-only to the branch manager.
> 3) The form get routed to the loans department and the staff there fills out
> the loans department sub-section of the form, which is the only editable
> section. Both the applicant section and the branch manager section are
> read-only to the loans department.
> 4) The completed form is routed to the manager of loans department for final
> approval.
> May I know how I could build such system with Orbeon?
> Thanks!
> Sam
>
> --
> You receive this message as a subscriber of the [hidden email] mailing
> list.
> To unsubscribe: mailto:[hidden email]
> For general help: mailto:[hidden email]?subject=help
> OW2 mailing lists service home page: http://www.ow2.org/wws
>
>